See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,404 | $93,571-21.6% | $135,903-46.0% | $75,163-2.3% |
| Participation rate | 68.2% | 75.2%-7.0pp | 81.9%-13.7pp | 67.2%+1.0pp |
| Annual return | 20.05% | 30.90%-10.9pp | 68.23%-48.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,377 | $3,537-61.1% | $4,856-71.6% | $2,670-48.4% |
| Participant deferral / active EE | $5,716 | $6,404-10.7% | $7,758-26.3% | $4,125+38.6% |
| Admin fee / account holder | $1,853 | $6,975-73.4% | $10,762-82.8% | $5,651-67.2% |